亞太地區(qū)電動汽車行業(yè)市場前景及投資研究報告-外文版培訓(xùn)課件特斯拉小米SU7比亞迪

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TRENDSElectricvehiclemarketintheAsia-PacificregionCHAPTER

01OverviewWorldwidenumberofbatteryelectricvehiclesinusefrom2016to2022(inmillions)Batteryelectricvehiclesinuseworldwide2016-2022201816141210818116.864.83.341.9201.220162017201820192020202120223Description:Some18millionbatteryelectricvehicles(BEVs)wereinusegloballyin2022.Thatyear,around7.3millionnewbatteryelectricvehicleswereaddedtotheworldwidefleet,steadilygrowingsince2016.

ReadmoreNote(s):Worldwide;2016to2022Source(s):IEAMarketshareofelectriccars(EV)intheAsia-Pacificregionin2023,byselectedcountryEVmarketshareAPAC2023,bycountryMarketshare20%0%5%10%15%25%30%35%40%ChinaNewZealandAustraliaSouthKoreaJapan38%14%12%7.9%3.6%India2%4Description:In2023,electricvehiclesaccountedfor38percentoftheautomotivemarketsalesinChina.Comparatively,electricvehiclesaccountedforapproximatelytwopercentoftheautomotivemarketinIndiain2023.

ReadmoreNote(s):Asia,APAC;2023;salesshareSource(s):IEAElectricvehicles(EV)marketrevenueintheAsia-Pacificregionin2023,bycountry(inmillionU.S.dollars)Revenueofe-vehiclesmarketintheAPACregion2023,bycountryRevenueinmillionU.S.dollars150,000

200,000050,000100,000250,000300,000350,000ChinaSouthKoreaJapan292,093.659,174.316,858.762,845.061,838.07AustraliaNewZealandThailand

1,052.13Singapore

213.47Malaysia

168.4SriLanka

12.545Description:Fromtheselectedregions,therankingbyindicator'ElectricVehiclesRevenue'intheelectricvehiclesmarketisleadbyChinawith292.1billionU.S.dollarsandisfollowedbySouthKorea(9.2billionU.S.dollars).Incontrast,therankingistrailedbySriLankawith12.54millionU.S.dollars,recordingadifferenceof292.1billionU.S.dollarstoChina.ReadmoreNote(s):APAC;Jan1sttoDec31st2023Source(s):MobilityMarketInsightsShareofcarownerswhoownahybridorelectriccarinAsiain2024,byselectedcountryShareofcarownerswhoownhybridorelectriccarAsia2024,bycountryShareofrespondentsElectriccarHybridcar15%0%5%10%20%25%30%15%IndiaJapan28%1%25%5%SingaporeHongKongVietnam20%20%18%14%17%5%5%SouthKoreaIndonesiaTaiwan13%12%3%12%4%4%PhilippinesMalaysiaThailand9%2%8%8%6Description:AccordingtothesurveyconductedbyRakutenInsightinJanuary2024,28percentoftherespondentswhowerecarownersinIndiaownedhybridcars.Incomparison,20percentoftherespondentswhowerecarownersinHongKongownedelectriccarsasofJanuary2024.ReadmoreNote(s):Asia;January19to31,2024;48,612respondents;16yearsandolderSource(s):RakutenInsightCHAPTER

02LargestmarketsVolumeofelectriccar(EV)stockintheAsia-Pacificregionin2023,byselectedcountry(in1,000s)VolumeofEVstockAPAC2023,bycountryElectriccarstockinthousands10,00005,00015,00020,00025,000ChinaSouthKoreaJapan21,800.76553547.9AustraliaIndia181.07150.39100.02NewZealand8Description:In2023,theelectricvehiclestockinChinaamountedtoapproximately21.8million.Comparatively,theelectricvehiclestockvolumeinIndiawasapproximatelyonehundredthousandin2023.ReadmoreNote(s):Asia,APAC;2023Source(s):IEAVolumeofbatteryelectriccars(BEV)stockintheAsia-Pacificregionin2023,byselectedcountry(in1,000s)VolumeofBEVstockAPAC2023,bycountryElectriccarstockinthousands8,000

10,00002,0004,0006,00012,00014,00016,00018,000ChinaSouthKoreaJapan16,000460290India150AustraliaNewZealand150709Description:In2023,Chinahadthehighestbatteryelectriccar(BEV)stockthroughouttheAsia-Pacificregion,at16millionbatteryelectriccars.Incomparison,theBEVstockinIndiawasapproximately70thousandin2023.ReadmoreNote(s):Asia,APAC;2023Source(s):IEAVolumeofplug-inhybridcar(PHEV)stockintheAsia-Pacificregionin2023,byselectedcountry(in1,000s)VolumeofPHEVstockAPAC2023,bycountryPlug-inhybridcarstockinthousands3,000

4,00001,0002,0005,0006,0007,000ChinaJapan5,800250SouthKoreaAustraliaNewZealandIndia5931300.3910Description:In2023,Chinahadthehigheststockofplug-inhybridelectriccars(PHEV)intheAsia-Pacificregion,asthePHEVstockamountedtonearlysixmillionunits.Comparatively,thePHEVstockinIndiawasapproximately390in2023.ReadmoreNote(s):Asia,APAC;2023Source(s):IEACHAPTER

03SalesNumberofelectriccar(EV)salesintheAsia-Pacificregionin2023,byselectedcountry(in1,000s)NumberofEVsalesAPAC2023,bycountryElectriccarsalesinthousands4,000

5,00001,0002,0003,0006,0007,0008,0009,000ChinaJapan8,100140SouthKoreaAustraliaIndia136.39882NewZealand3812Description:In2023,ChinaexperiencedthemostelectriccarsalesthroughouttheAsia-Pacificregion,withovereightmillionelectriccarssold.Comparatively,approximately38thousandelectriccarsweresoldinNewZealandin2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEANumberofbatteryelectriccar(BEV)salesintheAsia-Pacificregionin2023,byselectedcountry(in1,000s)NumberofBEVsalesAPAC2023,bycountryBatteryelectriccarsalesinthousands2,000

3,00001,0004,0005,0006,000ChinaSouthKoreaJapan5,40012088AustraliaIndia8782NewZealand2613Description:In2023,batteryelectriccarsalesinChinaamountedto5.4millionunits.Incontrast,therewereapproximately26thousandbatteryelectriccarssoldinNewZealandin2023.ReadmoreNote(s):Asia,APAC;2023Source(s):IEANumberofplug-inhybridelectriccar(PHEV)salesintheAsia-Pacificregionin2023,byselectedcountry(in1,000s)NumberofPHEVsalesAPAC2023,bycountryPlug-inhybridcarsalesinthousands1,000

1,50005002,0002,5003,000ChinaJapan2,70052SouthKoreaNewZealandAustraliaIndia1212110.2714Description:In2023,plug-inhybridelectriccarsalesinChinaamountedto2.7millionunits.Incomparison,therewereapproximately270plug-inelectriccarssoldinIndiainthatsameyear.ReadmoreNote(s):Asia,APAC;2023Source(s):IEACHAPTER

04ManufacturersGlobalplug-inelectricvehiclemarketsharein2023,bymainmanufacturerPlug-inelectricvehiclemarketsharebymanufacturer2023Marketshare0%5%10%15%20%25%30%35%40%45%50%BYDTeslaInc.22%13.2%VWGroup7.3%Geely-VolvoCarGroupSAIC*6.8%5.8%Others45%16Description:BYDwasrankedasthebest-sellingelectricvehiclemanufacturerworldwideaftersellingoverthreemillionunitsin2023afterovertakingTeslaasthebest-sellingelectricvehiclemanufacturerinthepreviousyear.BYD'ssalesvolumetranslatesintoamarketshareofaround22percent.TeslaandtheVolkswagenGroupwereamongtherunners-up.ReadmoreNote(s):Worldwide;2023;*IncludesSAIC-GM-Wuling.ReadmoreSource(s):EV-V;InsideEVsCumulativenumberofelectriccars(EV)registeredbyAsianautomakersfrom2016to2022(in1,000s)CumulativenumberofEVsregisteredbyAsianautomakers2016-2022BYDSAICNissanBAICHyundaiGeely3,5003,0002,5002,0001,5001,0005003,308.42,373.11,510.21,193.51,187.31,076.2916.4569.1736.7446880.

5223300.

1692.1581.3517.353019.36392.9378.2356.2322.3314.8320919.

57896

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233252.9286.5186.6189.2161.5164.5130.66544.

80201620172018201920202021202217Description:In2022,ChineseautomobilemanufacturerBYDhadover3.3millionelectriccars(EV)registeredworldwide.ChinaisthebiggestmarketofEVsandoneofthelargestEVproducersintheworldaswell.

ReadmoreNote(s):Worldwide,Asia,APAC;2016to2022Source(s):ZSWBest-sellingplug-inelectricvehiclemodelsworldwidein2023(in1,000units)Electricvehiclesalesgloballybymodel2023Salesinthousandunits60002004008001,0001,2001,211.61,400TeslaModelYBYDSongPlus(BEV+PHEV)TeslaModel3636.53529.29BYDQinPlus(BEV+PHEV)BYDYuanPlus(akaAtto3)BYDDolphin456.31418.99354.59BYDSeagull254.18237.92235.86228.01220.92WulingHongGuangMINIEVGACAionYBYDHan(BEV+PHEV)GACAionSVolkswagenID.4192.6918Description:TheTeslaModelYwastheworld’smostpopularplug-inelectricvehiclewithworldwideunitsalesofroughly771,300in2022.Thatyear,deliveriesofTesla'sModel3andModelYhavesurpassed1.7million.

ReadmoreNote(s):Worldwide;2023Source(s):EV-V;InsideEVsMostknownelectriccarbrandsinAsiain2024,byselectedcountryMostknownelectriccarbrandsAsia2024,bycountryMost

knownTesla82%Second

mostknownBYD55%Third

mostknownBMW36%HongKongIndonesiaIndiaWuling58%TataMotors65%Nissan67%HyundaiMotor79%Tesla70%Tesla54%Hyundai53%Mahindra42%Honda28%KiaMotor65%BMW33%Hyundai44%Toyota59%Tesla70%JapanSouthKoreaMalaysiaPhilippinesSingaporeThailandTaiwanToyota33%Toyota40%BYD45%Tesla51%Nissan38%Hyundai34%MG41%Tesla76%Tesla60%BYD43%Tesla91%Toyota52%Tesla59%BMW38%VietnamVinfast87%Toyota24%19Description:AccordingtothesurveyconductedbyRakutenInsightinJanuary2024,TeslawasthemostknownelectriccarbrandinHongKong,Malaysia,thePhilippines,Singapore,Thailand,andTaiwan.Incomparison,NissanandHyundaiwerethemostpopularelectriccarbrandsinJapanandSouthKorea,respectively.ReadmoreNote(s):Asia;January19to31,2024;95,216respondents;16yearsandolderSource(s):RakutenInsightCHAPTER

05CharginginfrastructureNumberofpubliclyaccessibleelectricvehiclechargersintheAsia-Pacificregionin2023,bycountry(in1,000s)NumberofEVchargersAPAC2023,bycountryNumberofchargersinthousands1,000

1,50005002,0002,5003,000ChinaSouthKoreaJapan2,70020131.6India10.9AustraliaThailand2.762.271.140.71NewZealandIndonesia21Description:In2023,therewereapproximately2.7millionpubliclyaccessibleelectricvehiclechargersinChina.Incomparison,therewereoversevenhundredpubliclyaccessibleelectricvehiclechargersinIndonesiain2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEANumberofpubliclyaccessibleelectricvehicleslowchargersintheAsia-Pacificregionin2023,bycountry(in1,000s)NumberofEVslowchargersAPAC2023,bycountryNumberofchargersinthousands02004006008001,0001,2001,4001,600ChinaSouthKoreaJapan1,50018022India6.8AustraliaThailand2.11.5IndonesiaNewZealand0.580.2822Description:In2023,therewereapproximately1.5millionpubliclyaccessibleslow-chargingelectricvehiclechargersinChina.Incomparison,therewerearound280publiclyaccessibleslow-chargingelectricvehiclechargersinNewZealandin2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEANumberofpubliclyaccessibleelectricvehiclefastchargersintheAsia-Pacificregionin2023,bycountry(in1,000s)NumberofEVfastchargersAPAC2023,bycountryNumberofchargersinthousands02004006008001,0001,2001,400ChinaSouthKoreaJapan1,200219.6India4.1NewZealandThailand0.860.770.66AustraliaIndonesia0.1323Description:In2023,therewereapproximately1.2millionpubliclyaccessiblefast-chargingelectricvehiclechargersinChina.Incomparison,therewerearound130publiclyaccessiblefast-chargingelectricvehiclechargersinIndonesiain2023.

ReadmoreNote(s):Asia,APAC;2023Source(s):IEAExpectedwaittimetochargeanelectricvehicle(EV)atpublicchargingstationsfromemptyto80%intheAsiaPacificregionin2023,bycountryExpectedwaittimetochargeEVsAPAC2023,bycountryShareofrespondentsSoutheastAsia20%ChinaIndiaJapan30%SouthKorea0%10%40%50%60%12%8%9%10minutesorless11to20minutes5%4%31%30%28%24%25%36%37%50%21to40minutes34%48%16%12%41to60minutes25%15%14%6%5%1%Morethan60minutes18%9%24Description:Inasurveyconductedin2023,48percentofrespondentsinSouthKoreaexpectedtochargeanelectricvehiclefromemptyto80%in21to40minutes.Comparatively,inthesamesurvey,justonepercentofrespondentsinChinathoughtitwouldtakeoveranhourtorechargeanelectricvehicle.ReadmoreNote(s):APAC;2023;2,044respondents;18yearsandolder;amongconsumersofdrivingageSource(s):DeloitteCHAPTER

06ConsumerperspectiveConsumers'preferredtypeofengineforthenextvehiclepurchaseinAsiain2023,byselectedcountryandtypePreferredenginetypefornextvehiclepurchaseAsia2023,bycountryandtypeShareofrespondentsPlug-inhybridelectric(PHEV)40%

60%Gasoline/diesel(ICE)20%Hybridelectric(HEV)49%Batteryelectricvehicle(BEV)80%Other*Don'tknow0%100%120%IndiaSouthKoreaJapan24%12%10%3%2%38%26%9%15%6%7%34%33%32%9%6%

2%33%16%China18%13%1%2%26Description:Inasurveyconductedin2023,49percentofrespondentsinIndiastatedthattheywouldpreferagasordieselengineintheirnextvehicle.Comparatively,32percentofrespondentsinJapanstatedthattheywouldpreferahybridengineintheirnextvehiclein2023.ReadmoreNote(s):Asia;2023;3,260respondents;18yearsandolder;*Otherincludesethanol,CNG,andhydrogenfuelcells.Originalquestion:"Whattypeofenginewouldyoupreferinyournextvehicle?"Numberofrespondents:China:n=817India:n=864[...]

ReadmoreSource(s):DeloitteConsumers'preferredtypeofengineforthenextvehiclepurchaseinSoutheastAsiain2023,bytypePreferredenginetypefornextvehiclepurchaseSEA2023,bytypeOther*4%Don'tknow3%Batteryelectricvehicle(BEV)10%Plug-inhybridelectric(PHEV)13%Gasoline/diesel(ICE)52%Hybridelectric(HEV)18%27Description:Inasurveyconductedin2023,52percentofrespondentsinSoutheastAsiastatedthattheywouldpreferagasordieselengineintheirnextvehicle.Comparatively,18percentofrespondentsintheregionstatedthattheywouldpreferahybridengineintheirnextvehicleasof2023.ReadmoreNote(s):Asia;2023;4,985respondents;18yearsandolder;*Otherincludesethanol,CNG,andhydrogenfuelcells.Originalquestion:"Whattypeofenginewouldyoupreferinyournextvehicle?"

ReadmoreSource(s):DeloitteLeadingmotivationsforconsumerstopurchaseanelectriccarinAsiain2024,byselectedcountryLeadingmotivationsforconsumerstopurchaseanelectriccarAsia2024,bycountryColumn1Column2Column3HongKongIndonesiaIndiaTaxrebatesandsubsidiesonelectricChargingstationsinthevicinityofhousingandwork45%Freeorsubsidisedparkingspotsforelectriccars44%carpurchase55%Taxrebatesandsubsidiesonelectriccarpurchase70%Chargingstationsinthevicinityofhousingandwork51%Specialinsuranceplansforelectriccars24%Taxrebatesandsubsidiesonelectriccarpurchase50%Chargingstationsinthevicinityofhousingandwork43%Freeorsubsidisedparkingspotsforelectriccars35%JapanTaxrebatesandsubsidiesonelectriccarpurchase57%Chargingstationsinthevicinityofhousingandwork52%Roadtaxortollsubsidies52%SouthKoreaMalaysiaTaxrebatesandsubsidiesonelectriccarpurchase72%Chargingstationsinthevicinityofhousingandwork44%Freeorsubsidisedparkingspotsforelectriccars34%Taxrebatesandsubsidiesonelectriccarpurchase59%Chargingstationsinthevicinityofhousingandwork55%Freeorsubsidisedparkingspotsforelectriccars34%28Description:AccordingtothesurveyconductedbyRakutenInsightinJanuary2024,taxrebatesandsubsidiesonelectriccarpurchaseweretheleadingmotivationsforconsumerstopurchaseelectriccarsinHongKong,Indonesia,India,Japan,SouthKorea,Malaysia,Singapore,andTaiwan.ReadmoreNote(s):Asia;January19to31,2024;95,216respondents;16yearsandolderSource(s):RakutenInsightMainreasonstochooseelectricvehicles(EV)intheAsiaPacificregionin2023,bycountryReasonsconsumersconsiderbuyingEVsAPAC2023,bycountryIndia68%63%56%53%50%48%China46%50%36%60%45%47%South

Korea43%Japan36%62%15%31%122%34%Southeast

Asia61%ConcernfortheenvironmentLowerfuelcosts64%68%Lessmaintenance48%47%Drivingexperience39%47%Concernaboutpersonalhealth20%44%Governmentincentives/subsidies/stimulusprograms51%39%Abilitytousethevehicleasabackupbattery/powersource43%30%24%33%26%17%24%24%14%30%12%13%35%29%19%Potentialforextrataxes/leviesappliedtointernalcombustionvehiclesPotentialbanonsaleofnewinternalcombustionvehiclesPeerpressureOther10%0%7%0%6%0%4%1%11%0%29Description:Inasurveyconductedin2023,theleadingreasonforconsumerstochooseanelectricvehicleastheirnextvehiclewasconcernfortheenvironmentfor68percentofrespondentsinIndia.Comparatively,lowerfuelcostsweretheleadingreasontochooseelectricvehiclesforconsumersinJapan,SouthKorea,andSoutheastAsia.ReadmoreNote(s):Asia,APAC;2023;3,753respondents;18yearsandolder;amongconsumersofdrivingageSource(s):DeloitteShareofconsumerswhoarewillingtopaymoreforanelectriccarinAsiain2024,byselectedcountryShareofconsumerswillingtopaymoreforanelectriccarAsia2024,bycountryShareofrespondents30%0%10%20%40%50%60%70%IndiaVietnam63%58%SouthKoreaMalaysiaIndonesiaPhilippinesTaiwan44%42%41%41%38%37%ThailandHongKongSingaporeJapan28%26%24%30Description:AccordingtothesurveyconductedbyRakutenInsightinJanuary2024,63percentoftherespondentsinIndiawerewillingtopaymoreforanelectriccarcomparedtoconventionalcars.Incomparison,24percentoftherespondentsinJapanwerewillingtopaymoreforelectriccarscomparedtoconventionalcarsasofJanuary2024.ReadmoreNote(s):Asia;January19to31,2024;95,216respondents;16yearsandolderSource(s):RakutenInsightShareofconsumer